A detailed history of Vital Stone Financial, LLC transactions in Wisdomtree Bloomberg U.S. Doll stock. As of the latest transaction made, Vital Stone Financial, LLC holds 79,493 shares of USDU stock, worth $2.2 Million. This represents 1.49% of its overall portfolio holdings.

Number of Shares
79,493
Previous 89,903 11.58%
Holding current value
$2.2 Million
Previous $2.44 Million 13.43%
% of portfolio
1.49%
Previous 1.82%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 11, 2024

SELL
$26.31 - $27.16 $273,887 - $282,735
-10,410 Reduced 11.58%
79,493 $2.11 Million
Q2 2024

Aug 07, 2024

BUY
$26.12 - $27.15 $714,695 - $742,878
27,362 Added 43.75%
89,903 $2.44 Million
Q1 2024

May 06, 2024

BUY
$25.3 - $26.2 $1.37 Million - $1.42 Million
54,292 Added 658.16%
62,541 $1.64 Million
Q4 2023

Feb 14, 2024

BUY
$25.06 - $27.98 $206,719 - $230,807
8,249 New
8,249 $207,000

Others Institutions Holding USDU

About WISDOMTREE BLOOMBERG U.S. DOLL


  • Ticker USDU
  • Sector ETFs
  • Industry ETFs
More about USDU
Track This Portfolio

Track Vital Stone Financial, LLC Portfolio

Follow Vital Stone Financial, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Vital Stone Financial, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Vital Stone Financial, LLC with notifications on news.